The new-look Stewardship Individual Account: New features added

By Bethan Walker | 30 September 2019

 

We've added two new features to new-look Stewardship Individual Account which simplifies the way you can view your transactions over on the new platform.

Based on the feedback we received from early users of the new-look Stewardship Individual Account, you now view and search an extensive list of your transactions as well as accessing a new chart which provides an alternate way to explore your data.

If you have access to the new-look account, sign in now to take a look.

 

take a look

 


 

New feature 1: Viewing transactions

 

View and search your transactions, from the last seven years.

1. Accessing your transactions

Once logged in, you can access all your latest transactions from your account homepage by tapping on the more button, located at the top right of the last five transactions list. Alternatively tap on Activity via the drop down menu at the top right of your screen.

 

2. Viewing your transactions

Once you have accessed your full list of transactions, you will see your most recent transaction at the top of the list. To view more details about each transaction, tap the arrow on the right.

 

3. Searching your transactions

You can filter by gift type, frequency and date to easily search for specific transactions.

 

take a look

 


 

New feature 2: Chart display

 

A helpful and alternate way to view all your regular and one-off gifts over the past 12 months.

1. Accessing your gifts chart

Once logged in, you can access a chart of your gifts from your account homepage. Do this by using the drop down menu at the top right of your screen and selecting insights.

 

2. Viewing your gifts chart

When you are viewing your gifts chart you will be able to see all regular and one-off gifts as well as the tax associated on a rolling one year basis.

 

take a look

 


 

 

Update your account

If you already have an individual recipient account with Stewardship and have not yet updated to the new-look Stewardship Individual Account, click on the link below to get started.

 

get started

 

Posted by Bethan Walker

Bethan is a marketing and communications executive at Stewardship. Bethan has worked in marketing for seven years and now enjoys working in the not-for-profit sector having previously worked in Professional Services. 

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